An order is the point where the sale moves to the operational stage with the approval of the quote.

In Robosme, an order is generated from sales or quotes and is at the center of processes such as delivery, invoicing, and closure.

Simply:
Sales = intent

Quote = promise

Order = commitment

An order can be created in two ways:

• Directly from sales
• Through a quote

In both scenarios:

• Products, prices, discounts, and taxes are preserved
• The order is linked to the related sales record

When an order is created:

• The sale remains active
• Operational tracking proceeds through the order

Creating an Order from Sales

Standard Order

• Covers all products in the sale
• Suitable for single delivery / closure scenarios

Custom Order

• All or part of the products in the sale can be ordered
• Used for partial deliveries and split operations

Thanks to this structure:

• Multiple orders can be generated from the same sale
• Complex delivery scenarios can be managed

Creating an Order from a Quote

An approved quote can be converted to an order with a single click.

When an order is created from a quote:

• Products in the quote become order items
• Prices and amounts are preserved
• The order is linked to both the quote and the sale

After this point:

• The operational process continues through the order
• The sale now approaches a "won" process

Calculations on Order

An order is calculated independently.

On the order:

• Open order amount
• Completed order amount
• Canceled order amount

are tracked separately.

These fields are calculated for reporting purposes and:

• The actual amount of the sale
• Revenue reports
• Operational performance metrics

directly affect.

Payment and Operation Information on Order

On the order record:

• Payment information
• Delivery status
• Operation notes

can be kept.

This way, the order:

• Becomes not only commercial
• But also an operational record

Partial Order Closure

Orders can be closed at once or partially.

In a partial closure scenario:

• An order closure product is created for each closed portion
• The closed amount is reflected in the sale
• The remaining amount is tracked as open

This structure is especially critical for:

• Long-term projects
• Partial deliveries
• Phased invoicing scenarios

Relationship with Sales Closure

As orders are completed:

• The actual amount of the sale is updated
• The sale can be closed as won

Important point:

Sales closure is the result of order closures.

That is:

• The sale is not considered fully complete until the order is closed